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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+6.27%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$69.4B
AUM Growth
-$5.97B
Cap. Flow
-$8.1B
Cap. Flow %
-11.68%
Top 10 Hldgs %
11.91%
Holding
4,468
New
541
Increased
1,601
Reduced
1,691
Closed
599

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$856M
2
META icon
Meta Platforms (Facebook)
META
+$647M
3
NVDA icon
NVIDIA
NVDA
+$615M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$304M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$301M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.03B
2
UNH icon
UnitedHealth
UNH
+$686M
3
TSLA icon
Tesla
TSLA
+$387M
4
ABT icon
Abbott
ABT
+$380M
5
CVX icon
Chevron
CVX
+$328M

Sector Composition

Rank Sector Weight
1 Technology 20.26%
2 Healthcare 16.96%
3 Consumer Discretionary 12.82%
4 Consumer Staples 9.14%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SSBK
4251
DELISTED
Southern States Bancshares
SSBK
– –
-15,400
Closed -$347K
SXI icon
4252
Standex International
SXI
$3.97B
– –
-2,100
Closed -$257K
TAOP icon
4253
Taoping
TAOP
$8.24M
– –
-83
Closed -$16K
TEO icon
4254
Telecom Argentina
TEO
$5.81B
– –
-21,400
Closed -$107K
TFIN icon
4255
Triumph Financial Inc
TFIN
$1.82B
– –
-49,800
Closed -$2.89M
CNTN
4256
Canton Strategic Holdings
CNTN
$147M
– –
-108
Closed -$32K
THRY icon
4257
Thryv Holdings
THRY
$95.1M
– –
-75,500
Closed -$1.74M
TLPH icon
4258
Talphera
TLPH
$76.3M
– –
-40,482
Closed -$27K
TLRY icon
4259
Tilray
TLRY
$651M
– –
-2,008
Closed -$51K
TMC icon
4260
TMC The Metals Company
TMC
$1.97B
– –
-70,100
Closed -$58K
TMCI icon
4261
Treace Medical Concepts
TMCI
$308M
– –
-75,600
Closed -$1.9M
TNON icon
4262
Tenon Medical
TNON
$3.05M
– –
-15
Closed -$73K
TOL icon
4263
Toll Brothers
TOL
$14.3B
– –
-801,350
Closed -$48.1M
TPH
4264
DELISTED
Tri Pointe Homes
TPH
– –
-181,036
Closed -$4.58M
TQQQ icon
4265
ProShares UltraPro QQQ
TQQQ
$36.7B
– –
-298,200
Closed -$4.21M
TREX icon
4266
Trex
TREX
$5.07B
– –
-23,400
Closed -$1.14M
TRI icon
4267
Thomson Reuters
TRI
$45.4B
– –
-32,415
Closed -$4.44M
TRN icon
4268
Trinity Industries
TRN
$2.29B
– –
-37,200
Closed -$906K
TROW icon
4269
T. Rowe Price
TROW
$24.3B
– –
-26,500
Closed -$2.99M
TRU icon
4270
TransUnion
TRU
$15.4B
– –
-313,400
Closed -$19.5M
TRUP icon
4271
Trupanion
TRUP
$1.34B
– –
-7,300
Closed -$313K
TSVT
4272
DELISTED
2seventy bio
TSVT
– –
-56,500
Closed -$576K
TTD icon
4273
Trade Desk
TTD
$6.37B
– –
-482,600
Closed -$29.4M
TTEK icon
4274
Tetra Tech
TTEK
$9.06B
– –
-259,635
Closed -$7.63M
TXN icon
4275
Texas Instruments
TXN
$257B
– –
-1,011,600
Closed -$188M
169 170
171
172 173

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Jim Simons's Q2 2023 Portfolio in Review

As of Q2 2023, Jim Simons held 4,468 positions worth $69.4B, down 7.9% from $75.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $8.1B in Q2 2023, closing 599 positions and reducing 1,691 holdings. Its most notable exit was UnitedHealth, an estimated $686M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Berkshire Hathaway Class A worth $316M.

  • Jim Simons's largest Q2 2023 buy was Berkshire Hathaway Class A: 611 shares worth $316M.
  • Jim Simons added most to Apple in Q2 2023, an estimated $856M increase.
  • Jim Simons's biggest Q2 2023 reduction was Amazon, cutting an estimated $1.03B.
  • Jim Simons fully exited UnitedHealth in Q2 2023, selling an estimated $686M.
  • Jim Simons's ten largest holdings make up 12% of its $69.4B portfolio in Q2 2023.
  • Jim Simons opened 541 new positions and closed 599 in Q2 2023.
  • Jim Simons's portfolio value fell 7.9% quarter-over-quarter to $69.4B.

Based on Renaissance Technologies's 13F filing for Q2 2023, filed 11 Aug 2023.